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LMVRX vs VIVAX
LMVRX vs VIVAX Comparison
Open Charts LMVRX vs VIVAX
Vanguard Value Index I
Price$67.64
Change-$0.55 (-0.81%)
VolumeN/A
Net Assets188.77B
LMVRX vs VIVAX Comparison Chart
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LMVRX vs. VIVAX commentary
Jun 16, 2025
To compare these two companies we present long-term analysis, their fundamental ratings and make comparative short-term technical analysis which are presented below. The conclusion is LMVRX is a Buy and VIVAX is a Buy.
FUNDAMENTALS
Fundamentals
VIVAX has more cash in the bank: 189B vs. LMVRX (3.75B). VIVAX pays higher dividends than LMVRX: VIVAX (2.16) vs LMVRX (0.32). LMVRX was incepted earlier than VIVAX: LMVRX (18 years) vs VIVAX (33 years). LMVRX (1.30) is less costly to investors than VIVAX (0.17). LMVRX is a more actively managed with annual turnover of: 54.00 vs. VIVAX (9.00). LMVRX has a lower initial minimum investment than VIVAX: LMVRX (0) vs VIVAX (3000). VIVAX annual gain was more profitable for investors over the last year : 8.01 vs. LMVRX (-2.17). VIVAX return over 5 years is better than : 72.56 vs. LMVRX (39.93).
| LMVRX | VIVAX | LMVRX / VIVAX | |
| Total Expense Ratio | 1.30 | 0.17 | 765% |
| Annual Report Gross Expense Ratio | 1.30 | 0.17 | 765% |
| Fund Existence | 18 years | 33 years | - |
| Gain YTD | -0.043 | 2.419 | -2% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 0 | 3000 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 3.75B | 189B | 2% |
| Annual Yield % from dividends | 0.32 | 2.16 | 15% |
| Returns for 1 year | -2.17 | 8.01 | -27% |
| Returns for 3 years | 17.71 | 32.20 | 55% |
| Returns for 5 years | 39.93 | 72.56 | 55% |
| Returns for 10 years | 54.11 | 103.54 | 52% |
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